Best Financial Advisors in KIRKLAND, Washington
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in KIRKLAND
ROBINSWOOD FINANCIAL
KIRKLAND, WA · Since 2007
KAIZEN FINANCIAL ADVISORS, LLC
KIRKLAND, WA · Since 2019
PREVAIL WEALTH MANAGEMENT
KIRKLAND, WA · Since 2021
CALPA ADVISORS LLC
KIRKLAND, WA · Since 2024
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
KIRKLAND, WA · Since 2025
PRIVATE ASSET MANAGEMENT INC
KIRKLAND, WA · Since 1996
TAIYO PACIFIC PARTNERS L.P.
KIRKLAND, WA · Since 2012
SCHMIDT FINANCIAL MANAGEMENT
KIRKLAND, WA · Since 2023
HOT CREEK CAPITAL, L.L.C.
KIRKLAND, WA · Since 2022
ELITE WEALTH MANAGEMENT, INC.
KIRKLAND, WA · Since 2004
SPG ADVISORS LLC
KIRKLAND, WA · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in KIRKLAND?
The median advisory fee in KIRKLAND, WA is 0.95% of assets under management per year, based on Form ADV filings from 11 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.